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CLIENT QUESTIONNAIRE (Individual) Date: ___ INSTRUCTIONS: Although you may not have all of the information requested, and may not have made certain decisions, this questionnaire will help us serve
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How to fill out title services disclosure

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Obtain the title services disclosure form from the appropriate agency or organization.
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Read the instructions on the form carefully to understand what information is required.
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Fill in the information requested on the form accurately and completely.
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Double-check all the information provided to ensure accuracy.
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Sign and date the form as required.
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Submit the completed form to the appropriate party for processing.

Who needs title services disclosure?

01
Anyone involved in a real estate transaction, such as home buyers, sellers, lenders, and real estate agents, may need to provide or receive title services disclosure.
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Title services disclosure is a document that outlines the services provided by title companies and associated fees. It aims to ensure transparency in real estate transactions.
Real estate agents, title companies, and other entities involved in the closing of a real estate transaction are typically required to file title services disclosure.
To fill out a title services disclosure, provide information about the title company, list the services rendered, specify the fees associated with each service, and ensure all required signatures are included.
The purpose of title services disclosure is to promote transparency and inform consumers about the costs and services related to title insurance and settlement processes.
The information that must be reported includes the name of the title company, a breakdown of the services offered, their respective costs, and any other fees related to the transaction.
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